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Mayflower Financial Advisors’s Pfizer PFE Stock Holding History

Mayflower Financial Advisors’s Portfolio PFE Stock Details PFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.4M Buy
58,088
+1,689
+3% +$44.2K 0.12% 148
2026
Q1 		$1.58M Sell
56,399
-2,421
-4% -$64.5K 0.19% 114
2025
Q4 		$1.46M Buy
58,820
+8,245
+16% +$208K 0.18% 122
2025
Q3 		$1.29M Sell
50,575
-497
-1% -$12.3K 0.16% 132
2025
Q2 		$1.24M Buy
51,072
+2,411
+5% +$56.2K 0.17% 127
2025
Q1 		$1.23M Buy
48,661
+2,963
+6% +$77.5K 0.19% 118
2024
Q4 		$1.21M Sell
45,698
-3,590
-7% -$97.4K 0.18% 117
2024
Q3 		$1.43M Buy
49,288
+1,969
+4% +$57.4K 0.21% 104
2024
Q2 		$1.32M Sell
47,319
-704
-1% -$19.4K 0.22% 100
2024
Q1 		$1.33M Buy
48,023
+2,568
+6% +$71.3K 0.22% 101
2023
Q4 		$1.31M Sell
45,455
-4,071
-8% -$123K 0.18% 110
2023
Q3 		$1.64M Sell
49,526
-618
-1% -$21.9K 0.25% 85
2023
Q2 		$1.84M Sell
50,144
-8,680
-15% -$338K 0.24% 85
2023
Q1 		$2.4M Buy
58,824
+1,023
+2% +$44.2K 0.32% 68
2022
Q4 		$2.96M Sell
57,801
-922
-2% -$44.2K 0.41% 52
2022
Q3 		$2.57M Buy
58,723
+556
+1% +$27K 0.41% 51
2022
Q2 		$3.05M Sell
58,167
-2,287
-4% -$117K 0.47% 46
2022
Q1 		$3.13M Buy
60,454
+3,822
+7% +$198K 0.42% 51
2021
Q4 		$3.34M Sell
56,632
-185
-0.3% -$9.17K 0.44% 47
2021
Q3 		$2.39M Buy
56,817
+6,619
+13% +$293K 0.32% 65
2021
Q2 		$1.97M Sell
50,198
-258
-0.5% -$10K 0.27% 67
2021
Q1 		$1.83M Buy
50,456
+2,016
+4% +$71.6K 0.27% 64
2020
Q4 		$1.78M Buy
+48,440
New +$1.78M 0.31% 60

Other funds holding PFE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

Mayflower Financial Advisors's PFE Position: Q2 2026 in Review

Mayflower Financial Advisors increased its Pfizer (PFE) stake by 3% in Q2 2026, buying an estimated $44.2K and bringing the position to 58,088 shares worth $1.4M. The position accounts for 0.12% of the portfolio, ranked #148.

Mayflower Financial Advisors first reported a position in PFE in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.34M in Q4 2021. 491 funds tracked by Wall St. Rank hold PFE as of Q2 2026.

  • Mayflower Financial Advisors held 58,088 shares of Pfizer worth $1.4M as of Q2 2026.
  • Mayflower Financial Advisors bought 1,689 Pfizer shares in Q2 2026, an estimated $44.2K.
  • Pfizer made up 0.12% of Mayflower Financial Advisors's portfolio in Q2 2026, its #148 holding.
  • Mayflower Financial Advisors first reported a position in Pfizer in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's Pfizer position peaked at $3.34M in Q4 2021.
  • 491 funds tracked by Wall St. Rank held Pfizer as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.